# Oakwood Financial Services Ltd

## Details

- **Company number:** [09158230](https://find-and-update.company-information.service.gov.uk/company/09158230)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 1 Aug 2014
- **Registered office:** BRENNAN HOUSE, FARNBOROUGH AEROSPACE CENTRE BUSINESS PARK, FARNBOROUGH, GU14 6XR
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Morningside Financial Services Limited](/group/65929) (2 companies)


## Previous names

- Jeli Financial Services Ltd (until 15 Nov 2022)
- Levick Financial Services Ltd (until 24 Nov 2014)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Jeli Limited | ownership-of-shares-75-to-100-percent | 6 Apr 2016 | 31 Mar 2021 |
| Mr Ian Davidson Whitfield | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 | 29 Sep 2022 |
| Morningside Financial Services Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 29 Sep 2022 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2026 | £434,078 | £142,148 | 6 |
| 31 Mar 2025 | £273,407 | £114,812 | 6 |
| 31 Mar 2024 | £281,412 | £139,832 | 6 |
| 31 Mar 2023 | £154,916 | £225,633 | 5 |
| 31 Mar 2022 | £100,731 | £290,392 | 5 |
| 31 Mar 2021 | £446,615 | £489,874 | 5 |
| 31 Mar 2020 | £188,373 | £271,056 | 5 |
| 31 Mar 2019 | £179,033 | £380,581 | 5 |
| 31 Mar 2018 | £137,209 | £302,371 | 2 |
| 31 Mar 2017 | £70,347 | £210,382 | 3 |
| 31 Mar 2016 | - | £22,583 | - |
| 31 Mar 2015 | £10,000 | £10,000 | - |



## Owned by

Oakwood Financial Services Ltd → [Morningside Financial Services Limited](/company/13929382)





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